登录新浪财经APP 搜索【信披】查看更多考评等级 金风科技于2025年10月10日发布回购公司股份的进展公告，截至9月30日，其A股与H股回购均未实际开 展。 2025年5月30日，公司第八届董事会第三十三次会议、第八届监事会第十七次会议审议通过关于回购公 司H股的一般性授权的议案，并于6月26日经2024年年度股东会及2025年第二次A股类别股东会议、2025 年第二次H股类别股东会议审议通过。同意公司在有效期内以自有资金回购H股股份，回购股份总数不 超过本议案于股东会及类别股东会议审议通过当日公司已发行H股总数（不包括任何库存股份）的 10%，回购价格不能等于或高于回购日之前5个交易日H股在联交所的平均收市价的105%。回购H股股 份将予以注销或持做库存股份，授权有效期至公司2025年年度股东会结束之日或公司股东大会另行决议 撤销或更改之日。截至2025年9月30日，公司同样尚未回购H股股份。 金风科技表示后续将根据市场情况在回购实施期限内实施回购计划，并严格履行信息披露义务，提醒投 资者注意投资风险。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括 ...

Group 1: Company Overview and Financials - The company, Yinchuan Weili Transmission Technology Co., Ltd., reported R&D expenses of CNY 42.56 million in 2023 and CNY 51.35 million in 2024, marking a 20.65% increase year-on-year. Cumulative R&D investment over the last three fiscal years totals CNY 126.11 million [2][3]. - As of June 30, 2025, the company holds 204 valid patents, including 31 invention patents, 159 utility model patents, and 14 design patents [2][3]. Group 2: Financing and Investment - The company plans to raise up to CNY 600 million through a private placement of A-shares, with funds allocated for the wind power speed reducer smart factory (Phase I) and to supplement working capital [3][4]. - The company held a shareholder meeting on September 15, 2025, approving the issuance of A-shares to specific investors, laying the groundwork for subsequent regulatory submissions [3][4]. Group 3: Smart Factory Development - By the end of August 2025, the company had invested CNY 1.231 billion in the wind power speed reducer smart factory, with construction of civil works completed and production equipment largely delivered [3][4]. - The factory is currently in a critical construction phase, focusing on equipment debugging and personnel training to ensure operational readiness [4]. Group 4: Industry Barriers and Competitive Advantage - The wind power speed reducer industry faces several barriers, including high technical requirements, significant capital investment, stringent customer certification processes, and the need for multidisciplinary talent [4][5]. - The smart factory is expected to enhance the company's competitiveness by addressing market demands, improving production efficiency, and increasing operational profitability [4][5]. Group 5: Electric Motor Business Progress - The company’s electric motor division, Weima Electric, is expanding its business with a focus on wind power and electric drive systems for new energy vehicles, achieving significant progress in both sectors [5]. - The main product, the yaw asynchronous motor, has been successfully supplied to major domestic wind turbine manufacturers, while the electric drive system for new energy vehicles is in the prototype testing phase [5].

证券之星消息，10月10日风电设备板块较上一交易日下跌0.61%，盘古智能领跌。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601218 | 吉鑫科技 | 6.41 | 5.60% | 333.98万 | | 21.09亿 | | 300904 | 威力传动 | 93.52 | 4.46% | 5.26万 | | 4.74亿 | | 300569 | 天能重工 | 6.91 | 4.22% | 103.97万 | | 7.03亿 | | 300850 | 新强联 | 45.41 | 2.95% | 33.10万 | | 15.11亿 | | 688186 | 广大特材 | 30.22 | 2.48% | 45.13万 | | 13.96亿 | | 603985 | 恒润股份 | 17.96 | 2.05% | 26.62万 | | 4.76亿 | | ...

资讯日报：商务部对稀土、锂电池、超硬材料等实 施出口管制 股票市场概览 港股市场表现 美股市场表现 资讯日报 海外市场主要股市上日表现 国信证券(香港)·资讯日报 2025 年 10 月 10 日 | 指数 | 收盘价 | 单日 | 周涨跌 | 年初至今 | | --- | --- | --- | --- | --- | | | | 涨跌（%） | （%） | 涨跌（%） | | 日经225 48580.44 | | 1.77 | 6.14 | 21.77 | | 上证指数 | 3933.97 | 1.32 | 1.32 | 15.46 | | 德国DAX 24611.25 | | 0.06 | 0.95 | 23.62 | | 纳斯达克指数 23024.63 | | (0.08) | 1.07 | 18.16 | | 标普500 | 6735.11 | (0.28) | 0.29 | 14.02 | | 恒生指数 26752.59 | | (0.29) | (1.43) | 33.49 | | 富时新加坡海峡指数 | 4440.50 | (0.35) | 0.65 | 16.99 | | 道琼斯工业平均 4 ...

今日A股早间震荡调整，三大指数集体下挫，大小指数明显分化，中小盘股表现较强。沪深两市半日成交额1.64万亿，较上个交易日缩量713亿。盘 面上热点高低切换， 电池、半导体热门赛道股集体调整， 先导智能低开低走大跌超11%，前期表现强势的燕东微、华虹公司、佰维存储等芯片产业 链个股集体重挫。 上涨方面， 今日热点集中在电网设备、核电、军工等方向， 其中新特电气20cm涨停，国电南自等多股涨停。风电设备概念股逆势走强， 吉鑫科技6天4板。核电板块延续强势，合锻智能3连板，安泰科技、中国核建2连板。 7x24h电报 头条新闻 VIP资讯 实时盯盘 下载财联社APP获取更多资讯 准确 快速 权威 专业 板块方面，燃气、电网设备等板块涨幅居前，贵金属、电池、半导体等板块跌幅居前。截至收盘，沪指跌0.51%，深成指跌1.85%，创业板 指跌3.40%。 ...

板块方面，燃气、电网设备等板块涨幅居前，贵金属、电池、半导体等板块跌幅居前。 盘面上热点高低切换，电池、半导体热门赛道股集体调整，先导智能低开低走大跌超11%，前期表现强 势的燕东微、华虹公司、佰维存储等芯片产业链个股集体重挫。上涨方面，今日热点集中在电网设备、 核电、军工等方向，其中新特电气20cm涨停，国电南自等多股涨停。风电设备概念股逆势走强，吉鑫 科技6天4板。核电板块延续强势，合锻智能3连板，安泰科技、中国核建2连板。 10月10日，市场早间震荡调整，三大指数集体下挫，大小指数明显分化，中小盘股表现较强。 沪深两市半日成交额1.64万亿，较上个交易日缩量713亿。截至收盘，沪指跌0.51%，深成指跌1.85%， 创业板指跌3.40%。 ...

Core Viewpoint - Jixin Technology has experienced significant stock price increases, with a total rise of 42.96% over six trading days, indicating strong market interest and trading activity [2] Trading Performance - The stock recorded four trading halts within six days, with a cumulative turnover rate of 127.99% [2] - As of 10:37, the stock's trading volume reached 231 million shares, with a transaction value of 1.432 billion yuan, and a turnover rate of 23.82% [2] - The latest total market capitalization of the stock is 6.473 billion yuan [2] Margin Trading Data - As of October 9, the margin trading balance for the stock is 274 million yuan, with a financing balance of 274 million yuan, reflecting an increase of 53.39 million yuan from the previous trading day, a growth of 24.18% [2] - Over the past six days, the margin trading balance has increased by 34.29 million yuan, representing a growth of 14.29% [2] Market Activity - The stock has appeared on the "Dragon and Tiger List" four times due to significant price deviations and trading volume, with a net buying amount of 117 million yuan from leading brokerage firms [2] Company Background - Jiangsu Jixin Wind Energy Technology Co., Ltd. was established on December 19, 2003, with a registered capital of 969.033512 million yuan [2]

Market Overview - A-shares experienced a strong opening on October 9, with the Shanghai Composite Index breaking through 3900 points, reaching a ten-year high at 3933.97 points, up 1.32% [1] - The Shenzhen Component Index rose 1.47% to 13725.56 points, while the ChiNext Index increased by 0.73% to 3261.82 points [1] - Total trading volume in the Shanghai and Shenzhen markets reached 26,532 billion yuan, a significant increase of 4,718 billion yuan compared to the previous trading day [1] Sector Performance - The majority of industry sectors saw gains, with precious metals, energy metals, and steel industries leading the rise, while tourism and real estate services faced declines [1] - The precious metals sector saw a notable increase, with 12 stocks in the sector, 4 of which hit the daily limit, and the smallest gain being 5.3% for Hunan Gold [2] Key Drivers - The market's upward momentum was attributed to two main factors: accelerated recovery of margin financing and positive performance in overseas markets, particularly in artificial intelligence and non-ferrous metals [1] - The price of gold surpassed 4000 USD/ounce, driven by increased risk aversion due to the U.S. government shutdown, ongoing global central bank gold purchases, and expectations of interest rate cuts by the Federal Reserve [2] Technical Analysis - The market showed strong bullish signals, with all three major indices in a bullish arrangement, particularly the Shanghai Composite Index, which is expected to continue rising and may reach 4000 points soon [3] - The MACD indicator showed a reduction in green bars, and the KDJ line indicated an upward trend, suggesting further upward movement in the coming days [3] Company Spotlight - Jinbei Electric, a company specializing in the research, production, and sales of wire and cable products, saw its stock hit the daily limit, primarily due to the favorable sentiment surrounding the controllable nuclear fusion concept [3] - The company reported a net profit of 296.28 million yuan for the first half of 2025, with a year-on-year growth rate of 7.46% [3] - Jinbei Electric's products are utilized in various nuclear power stations and are involved in projects related to the nuclear fusion industry, enhancing its market position [3]

风电设备板块再度活跃，吉鑫科技涨停，广大特材、大金重工、新强联、明阳智能、电气风电跟涨。 ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][6]. Core Views - The company is expanding its green methanol production capacity, with a total planned capacity of 2.05 million tons per year, including 1.45 million tons from the Xingan League project and 600,000 tons from the Urat Middle Banner project [3][5]. - The company is positioned as a leading global wind power solution provider, collaborating with major shipping companies to promote the transition to green energy [3][9]. - The profit forecast for the company remains unchanged, with expected net profits of 2.698 billion, 3.673 billion, and 4.496 billion yuan for 2025-2027, representing year-on-year growth of 45%, 36%, and 22% respectively [3][9]. Summary by Sections Project Developments - On October 8, the company's subsidiary signed investment agreements for the second and third phases of the green methanol project in Xingan League, increasing the production capacity from 500,000 tons per year to 1.45 million tons per year [3][5]. - The first phase of the project, with a capacity of 250,000 tons, is about to commence production, and the expansion is in preparation for implementation [5]. Financial Forecasts - The company is expected to achieve earnings per share (EPS) of 0.64, 0.87, and 1.06 yuan for 2025-2027, with dynamic price-to-earnings ratios (PE) of 25.4, 18.7, and 15.3 times respectively [3][9]. - The projected revenue for the company is 86.56 billion, 84.81 billion, and 94.01 billion yuan for 2025-2027 [12]. Market Position - The company is leveraging its green methanol initiatives to create a second growth curve, thereby opening up significant opportunities in the global green energy market [3][9].